Every invoice gets manually entered — vendor, amount, line items, account coding — one at a time, by someone who could be doing something more valuable with their day.
Employee expenses arrive as paper receipts, email attachments, and spreadsheets — with no consistent process for matching them to corporate card transactions or catching what's missing.
Invoices and expense reports sit waiting for sign-off with no visibility into where they are in the process — until someone asks why a vendor hasn't been paid.
When an auditor or examiner asks for supporting documentation, finding the right invoice or receipt means digging through file folders, email threads, or a shared drive with no consistent structure.
Invoice Capture & Processing
Stop keying invoices. Let AI read them for you.
Loan Vision captures vendor invoices the moment they arrive — scanned, PDF, or fully electronic — and uses AI-powered recognition to extract the data your team used to enter by hand.
AI-powered data recognition
Vendor, invoice number, amounts, and line-item detail are automatically recognized from scanned or PDF invoices. Once a vendor's format is mapped, future invoices from that vendor process automatically.
Multiple amount and tax recognition
Capture multiple amounts on a single invoice — total cost, freight, multiple VAT or tax lines — and route each to the correct G/L account without manual splitting.
Electronic invoicing support
Receive and process fully electronic invoices in standard formats, with data flowing directly into Business Central — no scanning or recognition required at all.
In-app document viewer
View the original invoice image side by side with the data Loan Vision extracted, so verifying accuracy takes seconds, not a separate document lookup.
Invoice entry stops being a data-entry task and becomes a verification step — freeing your AP team to handle exceptions instead of typing.
Approval Workflows
Give every invoice and expense a clear, automatic path to approval.
Configurable, multi-level approval workflows route documents to the right person automatically — with full visibility into where anything stands at any point in the process.
Multi-level approval routing
Set approval limits and routing rules based on dollar amount, vendor, department, or document type — so the right person reviews the right documents automatically.
Web-based approval portal
Approvers can review, approve, reject, comment on, or forward documents from a browser-based portal — no need to log into the full accounting system.
Out-of-office coverage
Approval responsibilities transfer automatically to a designated backup when an approver is unavailable, so nothing stalls because one person is out.
Cross-company approval dashboard
For organizations with multiple entities, approvers see all pending approvals across every company in a single dashboard — no switching between systems.
Documents move through approval in days, not weeks — and nobody has to ask "where is this sitting?"
Employee Expense Management
Let employees submit from their phone. Let the system handle the rest
Employees capture expenses, mileage, and per diem reports from a mobile app or web portal — with corporate card transactions matched automatically and missing receipts flagged before they become a problem.
Mobile and web expense submission
Employees photograph receipts and submit expenses directly from their phone or a browser-based portal — no paper, no spreadsheets, no waiting until they're back at a desk.
Automatic credit card matching
Corporate card transactions import automatically and match against submitted expenses. Missing receipts trigger automatic reminders to the employee.
Mileage with Google Maps integration
Mileage is calculated automatically using Google Maps, including support for multiple stops on a single trip — eliminating manual odometer tracking and disputed distances.
Automatic per diem calculation
Employees enter travel dates and purpose; daily allowances calculate automatically based on rates and rules configured in Business Central.
Expense reporting stops being a monthly chore for employees and a reconciliation headache for finance — both happen automatically as transactions occur.
Recurring Contracts & Subscriptions
Stop paying for what you don't need anymore.
Loan Vision tracks recurring vendor costs and subscriptions against reviewed contracts — auto-approving invoices that fall within expected terms and flagging the ones that don't.
Contract intelligence
The system detects recurring payment patterns in your invoice history and suggests contracts you may not have formally tracked — surfacing subscriptions and recurring costs that often go unmanaged.
Centralized contract storage
Vendor, pricing, contract dates, and line-level detail live in one place — so anyone can see what you're committed to without searching through email or file folders.
Structured periodic review
Contracts come up for review on a defined schedule — yearly, quarterly, or custom — so you're regularly confirming you still need what you're paying for.
Auto-approval within tolerance
Invoices that match a reviewed contract within the allowed variance approve automatically. Anything outside that range stops for a manual look.
Fewer dollars leak out to expired contracts or forgotten subscriptions — and your AP team spends review time on exceptions, not routine renewals.
Digital Archive & Documentation
Every document, archived automatically and ready when you need it.
Every invoice and receipt that flows through Loan Vision is stored digitally and connected to its corresponding transaction — so audit and examination requests are a search, not a project.
Full-text searchable archive
Find any invoice or receipt by vendor, amount, date, or document content — without knowing exactly which folder or email thread it might be in.
Automatic archiving
Documents archive automatically as they're processed — no separate filing step, no risk of a document getting lost between approval and storage.
Document control log
A central log flags documents that need special attention — checksum issues, post-approval changes — giving your team an early warning system for documentation problems.
Standard page integration
View the supporting document directly from General Ledger Entries, payment journals, and other standard pages — without leaving the transaction you're reviewing.
When an auditor or examiner asks for documentation, you're pulling it up in seconds — not searching through a shared drive..
